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            Configure Permissions for Residential Loan Applications

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Configure Permissions for Residential Loan Applications

            Give your portal users the necessary permissions to submit a residential loan application and upload required documents.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            1. Create a customer community profile with access to mortgage objects and document checklist items.
            2. Assign the borrower profile to your portal users.

            See Also

             
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